EDUCATION OPTIONS

Full Certificate Program

Increase your value as a professional advisor by participating in our unique and well-rounded National Social Security Advisor (NSSA®) Certificate Program. Learn the nuances of Social Security and keep your knowledge up to date so you can readily answer your clients’ questions about deciding when to claim SS benefits.

The core educational offering of the Certificate Program is a full-day (7.5 hour) course offered in three formats:

Live Classroom Training

Face-to-face workshop with an NSSA®instructor, offered multiple times per year across the country.

Virtual Classroom Training

Web-based instructor-led workshop - log in from anywhere to participate in a live, 1-day program with an NSSA®instructor.

On-demand Training

19-module video-based course with NSSA®instructors - complete the workshop lectures and activities on your own time.

After completing the core educational offering, take and pass the final exam to earn your NSSA Certificate. Your education does not stop there, however. Certificate holders receive ongoing support and resources, and can elect to renew their Certificate every 2 years by completing 8 hours in continuing education credits. We offer webinars every month to help you maintain your Certificate and keep your social security knowledge current.

Priced from $695

Education With Support Option

Increase your value as a professional advisor by participating in the same core educational offering from our unique and well-rounded National Social Security Advisor (NSSA®) Certificate Program. Learn the nuances of Social Security and keep your knowledge up to date so you can readily answer your clients’ questions about deciding when to claim SS benefits.

This option allows you to attend and participate in one of our live, 1-day face-to-face workshops with an NSSA® instructor, offered multiple times per year across the country, without sitting the final exam and earning the Certificate. Include access to the monthly continuing Education webinars and ongoing support.

Priced from $495

Educational Offering Only

Increase your value as a professional advisor by participating in the same core educational offering from our unique and well-rounded National Social Security Advisor (NSSA®) Certificate Program. Learn the nuances of Social Security and keep your knowledge up to date so you can readily answer your clients’ questions about deciding when to claim SS benefits.

This option allows you to attend and participate in one of our live, 1-day face-to-face workshops with an NSSA® instructor, offered multiple times per year across the country, without sitting the final exam and earning the Certificate. Does not include access to the monthly continuing education webinars and ongoing support.

Priced from $350

Private Group Class

Interested in a private NSSA® class at your company or for the members of your organization? We will bring our class and an NSSA® instructor to your facility. Leave the traveling to us! Just call Marc Kiner at 513-218-8505 to discuss.

I thought the information was outstanding! I was anxious to get started and improve my foundation of knowledge surrounding social security as it has become a significant portion of our planning.

David G, Florida

I really appreciate your examples, they make it come alive more so than articles describing strategies.

John

Thanks for the SS training last week! Learned a lot and looking forward to further focus on this important part of the financial planning matrix!

Leslie C, Kentucky

I am enjoying the course and love the conversation between you guys on the videos, especially the trials and tribulations of party animal "Harold."

Chris K, Connecticut

I am very pleased that I came to the education . . What I learned is what I came for and to know that the video will be available for backup is great.

Bob Z

Thank you and Jim for the incredible work and effort put into these webinars, videos etc, let alone this program. Really a blessing to have been directed to you. Karl W was absolutely right: you guys are class acts.

Alan K

Thanks again for the training you provided it has been invaluable for my practice.

Stacey A, TN

Thanks guys, it is VERY much appreciated to have you take time out of your day to answer a complicated question from time to time that comes across our desks.

Bradley W, California

This course has been very helpful to clients already, thanks again, Sam

Sam D, Connecticut

I attended your class and passed the NSSA assessment 2 1/2 years ago. The NSSA Certificate been a career boost and my clientele is reflecting that.

Kimberly H, Ohio

I hope all is well my friend. We filled up another 100 people last month and taught them all about social security, this is truly something special we have created to help out thousands of San Diegans and counting.

Brad W, California

I finished the on demand class today . . I really enjoyed the class and I learned a lot.

Adam H, Illinois

Social Security is complex program where the choice you make can mean thousands of dollars of extra earnings in retirement. Knowing these choices is important to my clients and NSSA [Certificate program] has increased my ability to guide them in the right direction.

James B

You guys helped close a big case with that answer really appreciate it. Thank you for the great work you both do.

Patrick C, California

I appreciate that you are always there to support me. It means a lot!

Danielle A, Kansas

Just want to say it's really great having you two to lean on when I'm uncertain. You've trained me well but sometimes question myself. Thanks for doing what you do!

Barbara S, Colorado

Over the last 12 months since earning the NSSA Certificate I have brought in 40 additional clients and $400,000 in additional revenues.

David S, Washington State

It was so nice talking with you yesterday. I was super impressed how quickly you called me!